Coastline Wealth Management Accelerates Expansion, Adds 18 Advisory Teams Across 8 New States

Coastline Wealth Management, based in Long Island, has announced the completion of a record-setting year defined by substantial advisor growth and a broad geographic expansion. Between September 2024 and September 2025, the firm successfully integrated 18 new advisory teams into its professional network. This period of rapid development highlights the company's commitment to scaling its operations and attracting high-level financial professionals to its growing platform.^[1][2]

The expansion has allowed Coastline Wealth Management to establish a presence in eight new states, significantly increasing its reach across the United States. Alongside this geographic growth, the firm reported that the 18 new advisory teams brought in approximately $1.7 billion. This significant increase underscores the firm's successful recruitment strategy and its ability to attract established teams looking for a robust wealth management environment.^[1][2]

The announcement, released in May 2026, details a strategic push that has transformed the firm's market position. By focusing on both geographic diversity and the acquisition of experienced advisory talent, Coastline Wealth Management has achieved a record-setting year of growth. The firm continues to operate from its Long Island base while managing its newly expanded operations across multiple states and integrating the $1.7 billion brought in by its new teams.^[1][2]